Download Juisdiction 1 EDI Enrollment Packet - Media

PAYER ENROLLMENT INSTRUCTIONS FOR IR001
Medicare
- Southern California
Before enrolling please be sure your Capario contract includes the transactions you will be using. Complete the payer enrollment process BEFORE submitting claims to Capario for this payer. If you are unsure about your contract status please contact Capario Support team at: [email protected] or 800‐792‐5256. We recommend enrolling using our Portal enrollment tool. This free Portal tool allows you to enter Providers and select the payers and transactions for your enrollment as it prefills the agreement forms for you. Another advantage of the enrollment tool is the ability to follow the progress of enrollments from initial generation through to payer approval. Our team will set you up and provide a quick tutorial. Contact us at [email protected] If you are not enrolling with the free portal Enrollment tool, please following these instructions: If this payer does not require an agreement, go to Step 2. STEP 1: COMPLETE AGREEMENT 

Complete all required fields on agreement and verify that information entered is correct. If an agreement requires signatures, we recommend signing in blue ink. Do not use signature stamps. STEP 2: PROCESS Palmetto GBA does not allow stamped or photocopied signatures. Use original, legible
signatures.
Signature
Page: Name, Title and Signature of Authorized Personnel.
Provider
Authorization Form: Name, Title and Signature of Provider. (Please note that all other
information on this form is at the Group level, i.e. group PTAN & NPI).
EDI Application to:
Mail the
Palmetto
GBA
Jurisdiction
1, AG-420
P.O. Box 100145
Columbia,
SC 29202-3145
STEP 3: COMPLETE CAPARIO ENROLLMENT SPREADSHEETS 

Capario Provider Spreadsheet – This is completed for each new provider. http://www.capario.com/downloads/xls/provider_bulk_spreadsheet.xlsx Capario Payer Enrollment Spreadsheet – This is completed when requesting enrollment with a payer for providers previously added to the Capario system. Please refer to the instruction tab on each spreadsheet form for details about the information to enter in each column. **PLEASE NOTE** The fields for tracking information are key for both your record keeping of enrollments and for Capario following up with payers for approvals. Be sure to enter all tracking for each enrollment. http://www.capario.com/downloads/xls/enrollment_bulk_spreadsheet.xlsx Email the completed spreadsheet(s) to: [email protected] Questions? Contact us: Phone: (800) 792‐5256 Option 1 Fax: (404) 877‐ 3324 Email: [email protected]
MEDICARE
Medicare Administrative Contractor
Part A Intermediary
Part B Carrier
Jurisdiction 1 A/B MAC EDI Enrollment Packet
Attention: Please Read Before Completing Paperwork
Enrollment Submission Address
There are two addresses for the submission of paperwork. Whether or not you are sending a check (or
money order) determines to which address you should send all your paperwork.
If you are sending a check or money order,
send all paperwork to:
If you are not sending money at this time,
send all paperwork to:
Palmetto GBA Electronic Data Interchange
Medicare Finance, AG-215
PO Box 100192
Columbia, SC 29202-3192
Palmetto GBA EDI
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
Note: Orders containing a check or money order will not be processed if sent to the incorrect address!
EDI Application Form
The EDI Application Form is used for initial EDI set up. The information on this form is also used to
verify requester information submitted on additional EDI applications. You must submit an EDI
Application Form when submitting the other forms located in this packet.
E-Mail Enrollment Monitoring
Your e-mail address will be the primary method of communication with Palmetto GBA EDI Operations.
We will send you a Tracking Number via e-mail that you can use to monitor your enrollment process
through the Web site at www.PalmettoGBA.com/EDI. Be sure to include your e-mail address on all EDI
Enrollment forms. Please add @palmettogba.com and @bcbssc.com to your e-mail contact list to ensure
our e-mails are not filtered into your spam or junk mail folder.
Take Control of your Accounts Receivable and Become Compliant Now!
Sign up today to receive your remittances electronically and be ahead of the game. Download and print
your remits more quickly. CMS is focused on increasing the number of providers who receive their
remittances electronically and decreasing the printing and mailing costs associated with hardcopy
remittances. Complete your forms today!
Support
We are committed to making your transition to EMC as smooth as possible. If you have any questions
regarding the information contained in this package, please feel free to contact the Palmetto GBA EDI
Technology Support Center toll-free at 1-866-749-4301. Be sure to identify yourself as a Jurisdiction 1
A/B MAC Provider.
Thank you for your interest in Electronic Data Interchange!
Jurisdiction 1 EDI Operations, AG-420
P O Box 100145
Columbia, SC 29202-3145
Centers for Medicare & Medicaid Services
A CMS Contracted Intermediary and Carrier
www.palmettogba.com
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Using Electronic Data Interchange Services
Palmetto GBA has prepared this packet for Jurisdiction 1 Medicare Part A and B submitters of electronic
claims. It contains forms and explanations for each of the services offered by our Electronic Data
Interchange (EDI) department. For further information regarding any of this material, please call the
Palmetto GBA EDI Technology Support Center toll-free at 1-866-749-4301.
When submitting completed forms, please allow a processing time of approximately 20 business days.
Remember – Palmetto GBA cannot process incomplete applications or agreements! Please fill in all
appropriate blanks and make all checks payable to Palmetto GBA.
If you are a provider waiting for a provider number, please wait before submitting any EDI forms! You
must be assigned your provider number before completing any of the paperwork below. To apply for a
provider number, please call the J1 Provider Customer Service Center toll-free at 1-866-931-3906 (Part
A) or 1-866-931-3901 (Part B).
The Administrative Simplification Compliance Act (ASCA) prohibits Medicare coverage of claims
submitted to Medicare on paper, except in limited situations. All initial claims for reimbursement from
Medicare must be submitted electronically, with limited exceptions.
For more information on Palmetto GBA EDI options, please visit the J1 Part A or J1 Part B Web site at
www.PalmettoGBA.com/EDI or e-mail us at [email protected]. The CMS
Electronic Billing & EDI Transactions Web page at www.cms.hhs.gov/ElectronicBillingEDITrans/ also
includes detailed information on EDI and the Administrative Simplification provision.
You can check the status of Palmetto GBA’s EDI Systems by visiting the Palmetto GBA Web site.
Under J1 Part A or J1 Part B, select Electronic Data Interchange (EDI) and “EDI System Status.” This
pop-up window will display the current status of several systems. The pop-up window will automatically
refresh every 60 seconds so you can keep it up during the day. We will update the EDI System Status
window with information on any system-related issue. When a problem occurs, such as a delay with
posting remittance files, a detailed informational message will display below the affected system. This
message will be updated until the problem has been corrected. Please visit this area on the J1 Part A or J1
Part B Web site prior to calling the Palmetto GBA Technology Support Center with system status
questions.
Please register on the J1 Part A or J1 Part B Web site (www.PalmettoGBA.com/EDI) to receive EDI
news electronically. By selecting “E-mail Updates” (which displays at the top of all pages) and
completing a user profile, you will be notified via e-mail when new or important EDI information is
added to our Web site. If you have already registered, please ensure your profile has been updated for
applicable EDI categories. Users of PC-ACE Pro32, PcPrint or Medicare Remittance Easy Print (MREP)
should select the Palmetto GBA Software Users topic located under the General category. This category
also includes a special topic created for Vendors, Clearinghouses and Billing Services.
1. Jurisdiction 1 EDI Application
PLEASE NOTE: The J1 EDI Application Form is used for initial EDI set up. The information on this
form is also used to verify requester information submitted on additional EDI applications. Please retain
a copy of the J1 EDI Application Form for your records. You must submit a completed J1 EDI
Application Form when submitting the EDI Enrollment Agreement, Provider Authorization Form or
Online Inquiry Services Form.
A Submitter ID number is a unique number identifying electronic submitters. A J1 Submitter ID can be
used to transmit both Part A and Part B EDI transactions to Palmetto GBA. You must request a Submitter
ID if you will be submitting claims directly to Palmetto GBA. However, if you are a provider and will be
using a billing service or clearinghouse to submit your claims, do not complete this form to request a
Submitter ID. Billing services, not their customers, need electronic submitter numbers. Providers, Billing
Services, Clearinghouses and Vendors must complete the J1 EDI Application Form when requesting a
change to your current EDI setup.
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Providers are not permitted to share their personal EDI access number (Submitter ID) or password with:
x Any billing agent, clearinghouse/network service vendor
x Anyone on their own staff who does not need to see the data for completion of a valid electronic
claim, to process a remittance advice for a claim, to verify beneficiary eligibility or to determine the
status of a claim
x Any non-staff individual or entity
The EDI Submitter ID and password act as an electronic signature; therefore, the provider would be liable
if any entity performed an illegal action while using that EDI Submitter ID and password. Likewise, a
provider’s EDI Submitter ID and password is not transferable, meaning that it may not be given to a new
owner of the provider’s operation. New owners must obtain their own EDI Submitter ID and password.
GPNet is the HIPAA-compliant EDI gateway used by Palmetto GBA. The GPNet communication
platform supports asynchronous telecommunications up to 56K bps. It will support numerous
asynchronous telecommunication protocols, including Kermit, Xmodem (Check Sum), Ymodem (Batch)
and Zmodem. Most “off-the-shelf” communication software will support one or all of these protocols. You
may select any of the protocols indicated; however, Zmodem is recommended based on its speed and
reliability. The asynchronous user’s modem should be compatible with 56K, V.34 - 28.8 bps or
V.42 - 14.4 bps.
In addition, we encourage the use of PKZIP compatible compression software. GPNet is defaulted to send
uncompressed files; therefore, if you wish to receive all of your files in a compressed format, select the
appropriate option on the EDI Application Form.
Note: In addition to modem file transfers, GPNet also supports file transfers via dial-up File Transfer
Protocol (FTP) and CONNECT:Direct (also known as Network Data Mover or NDM).
The GPNet platform is available 24 hours a day, seven days a week. The real time editing system is down
from 11:30 p.m. to 5:00 a.m. EST. If the editing system is not available, you may still upload a file to
GPNet. As soon as the editing system resumes processing, files in GPNet will be edited. The response
files will be built and loaded into your mailbox for retrieval at your convenience within 24 hours.
The GPNET Communications Manual includes information about connecting to Palmetto GBA's EDI
Gateway. The GPNet Communications Manual is available for download from the
www.PalmettoGBA.com/EDI website under Software & Manuals.
The following asynchronous communication packages are currently successfully transmitting to GPNet:
x ProComm Plus; Release 2.03 (DOS)
x PC Anywhere; Release 2.0 (Windows)
x ProComm Plus; Release 2.11 (Windows)
x Term; Release 6.1, 6.2, and 6.3
x Crosstalk; Release 2.2 (Windows)
x Mlink; Release 6.07
x QuickLink2; Release 1.4.3 (Windows)
x HyperTerminal; Windows ‘95, ‘98, and NT
x PC Anywhere; Release 5.0 (DOS)
The settings you should verify are:
x Terminal Emulation - VT100
x Parity - NONE
x
x
Data Bits – 8
Stop Bits - 1
2. EDI Enrollment Agreement
Every provider who submits electronic claims to Palmetto GBA, whether directly or through a billing
service or clearinghouse, must complete this agreement. Please indicate your provider or group number
and National Provider Identifier [NPI] so the contract may be logged correctly. Billing services should not
complete the EDI Enrollment Agreement unless they are a J1 Medicare provider as well as a billing
agency. Only one agreement per group is required.
Palmetto GBA EDI cannot process any of the enclosed forms for a provider without a completed EDI
Enrollment Agreement on file.
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Providers who have contracted with a third party (clearinghouse/network service vendor or a billing
agent) are required to have an agreement signed by that third party in which the third party has agreed to
meet the same Medicare security and privacy requirements that apply to the provider in regard to the
viewing or use of Medicare Beneficiary data. These agreements are not to be submitted to Medicare, but
are to be retained by the provider.
Providers are obligated to notify Medicare by hardcopy of:
x Any changes in their billing agent or clearinghouse
x The effective date of which the provider will discontinue using a specific billing agent or
clearinghouse
x If the provider wants to begin to use additional types of EDI transactions
x Other changes that might impact their use of EDI
Providers are not required to notify Medicare if their existing clearinghouse begins to use alternate
software; the clearinghouse is responsible for notification in this instance.
Note: The binding information in an EDI Enrollment Agreement does not expire if the person who signed
the form for a provider is no longer employed by the provider.
3. Provider Authorization Form
Every provider who authorizes a billing service and/or clearinghouse to act on their behalf must complete
the provider authorization form. This form must be completed by the provider and submitted with the EDI
application.
PLEASE NOTE: CR3875 requires that each provider be notified when a clearinghouse and/or billing
service has requested access to the provider’s claims, responses, electronic remittances or online services
access.
4. Software Download Information
PLEASE NOTE: All software listed below can be downloaded from our website free of charge. For
additional software information and download instructions, please visit www.PalmettoGBA.com/EDI
and select your line of business. Software information and files are located under Software &
Manuals. If you are unable to download the software from our web site, please call our Technology
Support Center @ 866-749-4301 for assistance.
4A. PC-ACE Pro32 Software
Palmetto GBA offers PC-ACE Pro32, a claims-entry software that allows providers to enter their claims.
Pro32 does not integrate into office systems such as accounts receivable, inventory or billing. This
software is HIPAA compliant and allows for all types of claims to be submitted electronically.
This software is not supported when installed on a network. The software must be installed on a standalone PC.
Minimum system requirements for Pro32 include:
x Pentium 133 MHz processor (Pentium II-350 for larger claim volume)
x 64 MB system memory (128 MB recommended)
x CD-ROM drive
x SVGA monitor resolution (800 x 600)
x Windows ’95, ’98, 2000, Me, XP, NT 4.0, Vista or Windows 7 operating system
x Adobe Acrobat Reader Version 4.0 or later (for overlaid claim printing)
This free software can be downloaded from the Adobe Web site (www.adobe.com)
4B. PcPrint for Part A Electronic Remittances
PcPrint is a software product designed to operate on Windows based personal computers. The PcPrint
translator program allows viewing and printing of ASC X12 835 version 5010A1 remittance data. This
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
software does not support systematic posting of the 835 data. It was developed by the Fiscal Intermediary
Standard System (FISS) for the Centers for Medicare & Medicaid Services (CMS). With PcPrint, you can
view and print:
x
x
x
x
Single claims – Detail line-item activity for each claim. Compressed font is incorporated in order to
display the detail line item activity of a claim.
All claims – An abbreviated format for all claims in a transmission file, shown in increments of 25.
Bill summary – Sub-totals for each payment category per provider fiscal year and the total remittance
found within the Single Claim format, accumulated and displayed by TOB (type of bill).
Provider summary – Total payment to the provider for each billing cycle in a transmission file.
Nonclaim payment adjustments are listed when applicable. These adjustments allow for provider
payments when claims are not present (such as Periodic Interim Payments, Cost Report Settlements,
etc.). The adjustments also allow for various other financial transactions required between Fiscal
Intermediaries and providers.
4C. Medicare Remittance Easy Print (MREP) Software for Part B Electronic Remittances
The Centers for Medicare & Medicaid Services (CMS) has made available the Medicare Remittance Easy
Print (MREP) software to enable Medicare providers to view and print an 835 Health Care Claim
Payment / Advice (also referred to as Electronic Remittances). Using the HIPAA 835 files, MREP
enables providers to view and print 835 in the current Standard Paper Remittance (SPR) format Medicare
uses. MREP provides the ability to view, search and print the 835 in a format providers are familiar, as
well as view and print special reports.
Providers who use MREP can print reports to reconcile accounts receivable as well as create documents
that can be included with claim submission to Coordination of Benefits (COB) payers. MREP is available
free to Medicare providers, and it can be installed on a personal computer (PC) or network.
5. Online Inquiry Services (DDE for Part A & PPTN for Part B)
Online Inquiry Services are online computer inquiry systems that provide easy and immediate access to
claims processing and beneficiary eligibility information for Medicare providers, including:
Online Provider Services
(OPS) Part A & B
Check Eligibility
Claims Status
Remittances Online
Financial Information
Part A - DDE
Part B - PPTN
Electronic Claims Submission
Claim Status
Submitter/Provider File Inquiry
Beneficiary Eligibility Inquiry
Correcting RTPs (Return to
Provider)
Individual Claim Display
Claim Status
Summary of Payments
Beneficiary Eligibility Inquiry
Pricing Information
Diagnosis and Procedure Code Lookup
Each user must have an individual DDE or PPTN ID number. You must include an individual’s name
with each user ID requested. For security reason, you can not share your DDE or PPTN ID Number, nor
can the ID be transferred to another person. If that individual leaves your company or no longer needs
access, please contact EDI to delete the ID. One DDE or PPTN ID can access multiple provider numbers.
5.A. Online Provider Services
Palmetto GBA is pleased to offer Online Provider Services (OPS), a free Internet-based, provider selfservice portal. Our goal is to give the provider secure and fast access to their Medicare information
seamlessly via our Web site through the OPS application. The OPS application provides information
access over the Web for the following online services:
x Eligibility
x Claims Status
x Remittances Online
x Financial Information (payment floor and last three checks paid)
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
OPS will generally be available 24 hours a day, seven days week. Please visit the OPS Web page at
www.PalmettoGBA.com/OPS for function availability and registration information. To be eligible to
participate in OPS, you must have completed an EDI Enrollment Agreement (included in this packet) that
is actively on file with Palmetto GBA. An enrollment agreement processed by EDI will not automatically
enroll a provider in OPS. OPS registration information is available at www.PalmettoGBA.com/OPS.
Only one Provider Administrator per EDI Enrollment Agreement related to a PTAN/NPI combination
performs the registration.
Note: Palmetto GBA has the right to terminate any user’s OPS access if suspicious or improper activity is
suspected or determined.
5B. Direct Data Entry (DDE) for Part A
Palmetto GBA makes Part A claim entry available directly into the claims processing system via on-line
Direct Data Entry (DDE). Access is available to DDE either through ABILITY (formerly VisionShare) or
IVANS. ABILITY offers Internet connectivity to DDE. IVANS offers a broadband connection or dial-up
connectivity using AT&T Client / Passport for Windows IP software. Providers use DDE for claim
submission by signing on to Palmetto GBA’s claims processing system and entering claims on-line,
similarly to the way data entry operators enter paper claims submitted to Palmetto GBA. DDE is also
available to all providers who use other methods of electronic claim submission but wish to check status
of claims, beneficiary eligibility and correct claims on-line through the DDE system. The DDE User’s
Manual is available for download from the J1 Web site under J1 EDI Software & Manuals.
5C. Professional Provider Telecommunications Network (PPTN) for Part B
Professional Provider Telecommunications Network (PPTN) gives you the ability to check eligibility and
to make claims status inquiries electronically for Medicare patients. Providers submitting claims
electronically whether participating or nonparticipating can access PPTN. Providers can monitor the
processing of all claims as they appear in the Medicare processing system for a specific provider number,
using a beneficiary Health Insurance Claim Number (HICN), through a specific date, or dates of service.
This will include paid, denied, and pended claims for electronically transmitted claims, paper claims,
assigned claims, and nonassigned claims. The PPTN User’s Manual is available for download from the J1
Web site under EDI and Software & Manuals.
6. Connectivity Options
6A. IVANS Communications Service Agreements – Dial and IP Gateway for Broadband
Signing Up for IVANS Medicare Access Is Easy: www.ivans.com/medicareaccess.
IVANS provides high-speed, broadband access to Medicare. For more than 15 years and 135,000
healthcare providers, IVANS has delivered Medicare Access solutions that give providers greater control
over their Medicare cash flow.
View IVANS video at www.ivans.com/medicareaccess.
IVANS makes it easier to conduct all kinds of Medicare transactions – eligibility verification, claims
submission and claims status inquiry, batch claims submission, electronic remittance advice, and more all in one location.
Providers can begin using IVANS Medicare Access in as little as 24 hours and for a flat monthly fee, with
no major training or hardware installation required.
To easily create a custom price quote, view IVANS video, or sign-up online, please visit
www.ivans.com/medicareaccess. IVANS sales associates are available to help at 1-800-548-2690 or via
Live Chat at www.ivans.com.
6B. ABILITY EDI Connectivity Inquiry
ABILITY (formerly VisionShare) provides low-cost, high-speed Internet connectivity to Online Inquiry
Services and the Common Working File (CWF). ABILITY provides software that connects you over the
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Internet for both real-time access and batch claims submission. The same software also provides access to
the Medicare Eligibility Database for 270/271 real-time beneficiary eligibility verification. Flat-rate
pricing permits users unlimited access. There are no modems needed and no metered dial charges.
ABILITY can have you up and running in as little as 24 hours.
If you elect to gain access to Online Inquiry Services through ABILITY, you may contact them at 1-888895-2649 or e-mail [email protected].
6C. ECC Technologies’ RAPID Network
ECC Technologies’ RAPID Network provides a secure, reliable and cost effective way for your facility to
connect to the Medicare system utilizing your existing Internet connection. ECC Technologies has
solutions that range from the single user to hundreds of simultaneous users. With the RAPID Network,
you can connect to Part A DDE and Part B PPTN, as well as EDI claim file submission/ERA-Report
retrieval at Palmetto GBA, among others.
To contact ECC Technologies, call 1-855-643-2252, e-mail [email protected], or visit
www.ecctec.com. You can sign up at: www.rapid-network.com.
7. Testing
Submitter testing is required to ensure that the flow of data from the submitter to Palmetto GBA works
properly. Testing also ensures the data submitted is valid and formatted correctly. New submitters are
required to test prior to sending their first production dataset. New submitters are also required to have
completed the Palmetto GBA enrollment process prior to testing.
Begin testing once you have software and a Submitter ID number. You must submit a minimum of 25
claims that are representative of your practice (they do not have to be “real” or current claims) and you
must score 95% or better to get certified for “live” claims production. You should submit test claim files
using your Medicare provider number. Do not notify Palmetto GBA before you test – just start!
Response reports are available within 24 hours of transmission. Submitters should retrieve their reports,
correct any errors, and re-submit the claims until a single file of at least 25 claims is 95% error free. You
must contact the Palmetto GBA Technology Support Center once you have successfully passed testing.
8. Change of Ownership, Address or Phone Number
When you have a change of ownership, address or phone number you must notify Palmetto GBA by
calling the Technology Support Center toll-free at 1-866-749-4301. If the change of ownership results in
different provider numbers(s), please inform the Technology Support Center when you call.
9. Notice to Billing Services, Clearinghouses and Vendors
If you will be submitting claims for more than one provider and you do not have a financial relationship
with those providers (other than a billing relationship), you will be classified as a billing service. Each
provider must complete an EDI Enrollment Agreement and the Provider Authorization Form. Palmetto
GBA EDI Operations will verify provider authorization.
Clearinghouses and Network Service Vendors (NSVs) must use their own EDI Submitter ID /Receiver ID
Number and password to submit and receive EDI transactions on behalf of providers. You may not use a
number or password that has been assigned to a provider. If you currently use or have knowledge of an
EDI Submitter ID or Receiver ID number and password issued to a provider by Palmetto GBA, you must
disclose that information to the EDI Operations Department.
Clearinghouses and NSVs can submit or receive EDI Medicare transactions for providers who have filed
an EDI Enrollment Agreement and EDI forms which authorizes the Clearinghouse or NSV to conduct
specified transactions on their behalf. A Clearinghouse or NSV will be in violation of CMS and HIPAA
privacy and security requirements for the following actions:
x Attempting to conduct EDI transactions for a provider that has not authorized it to perform such
actions on their behalf
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
x
Jurisdiction 1 EDI Enrollment Packet
Conducts an authorized transaction for a provider who did not request the specific transaction (such
as submission of a request for eligibility data when that request was not originated by the provider
identified as the source of the request)
Violators may be subject to penalties established by HIPAA and could lose all access rights to Medicare
contractor systems nationally.
Clearinghouses and NSVs who do not translate non-HIPAA transactions or prepare claims are not
permitted to read the content of data transmitted between a provider and Medicare, beyond accessing
basic fields needed to determine inbound or outbound routing.
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This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
J1 EDI Application Form Instructions
The purpose of the J1 EDI Application Form is to enroll providers, software vendors, clearinghouses
and billing services as electronic submitters and recipients of electronic claims data. It is important that
instructions are followed and that all required information is completed. Incomplete forms will be
returned to the applicant, thus delaying processing.
Please retain a copy of this completed form for your records.
You must submit a completed EDI Application Form when submitting additional EDI forms.
The field descriptions listed below will aid in completing the form properly. There are two (2) pages to
the application form. The first page is required and the second page should be used only if additional
providers need to be listed.
Form Field Name
Line of Business
Information
Action Requested:
Add Provider(s)
Change/Update
Submitter
Information
Delete
Apply for New
Submitter ID
Submitter ID
Date
Submitter Name
Owner Name(s)
Type of Submitter
EDI Contact Person
Phone
Fax
Address
City, State, ZIP
Submitter E-mail
Address
Claim Submission
Mode of
Communication
Instructions for Field Completion
x Indicate the line of business and states for which you will be
transmitting. Select all that apply to this request.
Indicate the action to be taken on the application form.
x If you need to add additional providers to an existing submitter ID,
check Add Provider(s).
x If you request to change or update information about the Submitter,
check Change/Update Submitter Information and be sure to include
your current Submitter ID.
x If you request to delete a provider(s), check Delete and be sure to
include your submitter ID.
x If you are a new applicant, check Apply for New Submitter ID.
The submitter ID is used by the submitter to communicate with Palmetto GBA
electronically. For new applicants, this field should be left blank, as Palmetto
GBA will assign this ID if requested. For changes or additions, enter the
Submitter ID to which the change/additions should be applied.
Please enter the date the application is completed.
Enter the name of the entity (provider, software vendor, billing service or
clearinghouse) that will actually be communicating electronically with
Palmetto GBA.
Enter the name of the individual(s) who owns the entity listed above.
Check the appropriate box.
The name of the submitter’s primary EDI contact. This is the person Palmetto
GBA will contact if there are questions regarding the application or future
questions about their communications.
The area code and phone number of the Contact Person listed.
The fax number for this location.
The mailing address of the submitter.
The city, state and ZIP code of the submitter.
The e-mail address of the contact person listed. Note: This will be the
primary method of communication. This e-mail address will also receive
EDI Tracking Numbers used to monitor the processing status of your EDI
forms.
There are four available modes of communication modes that can be used for
claim submission. Check only one.
x GPNet: Asynchronous communication with the Gateway
x Connect Direct – NDM: Network Data Mover
x Dial-up FTP: File transfer protocol transmission via GPNet – not Internet.
x Leased FTP: File transfer protocol transmission via the Internet or
Network-based connection.
J1 EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Form Field Name
Report / Electronic
Remittance Retrieval
Mode of
Communication
Report Response
Format
Data Compression
Jurisdiction 1 EDI Enrollment Packet
Instructions for Field Completion
Check only one mode of communication that will be used.
x GPNet Asynchronous should be checked for asynchronous communication
with Palmetto GBA’s GPNet.
x CONNECT:Direct (NDM) should be checked for report retrieval via
GPNet
x Dial-up FTP should be checked for file transfer protocol report retrieval via
GPNet.
x Leased FTP: File transfer protocol transmission via the Internet or
Network-based connection.
Check the format in which you will receive GPNet Claims Acceptance
Reponses.
To receive files compressed for faster transmission, indicate which data
compression utility you support.
Indicate the name of the software vendor you are using, if applicable.
Name of Software
Vendor
Vendor Security ID
Include Vendor ID number if known.
Providers For Whom Submitter Will Be Communicating Electronically:
Provider Name
List each provider whose bills will be submitted by the submitter named above.
(If additional providers need to be listed, indicate each one separately on the
Multiple Providers List form.) This name must match the name submitted on
the CMS 855 Medicare Enrollment Application.
Provider E-mail
Indicate the e-mail address for the provider listed above. This e-mail address
Address
will be the primary source of communications regarding approval of changes to
their EDI options.
Provider Number
Indicate the Medicare Provider Number for each provider listed.
Include the National Provider Identifier (NPI).
NPI
Enrollment Form
Indicate “Y” for Yes or “N” for No. A properly executed 3-page EDI
Attached: Y/N
Enrollment Agreement must be attached for each provider listed. Palmetto
GBA will not activate a submitter ID for any provider without a properly
executed enrollment form.
Provider Authorization Indicate “Y” for Yes or “N” for No. A provider authorization form is required
to authorize a clearinghouse and/or billing service as an electronic submitter
Form Attached: Y/N
and recipient of electronic claims data.
Check this box if the application is for the submitter to submit claims
Submit Claims
electronically for this provider.
Check this box if the submitter wants to receive response reports electronically
Receive Reports
for the provider indicated.
Check this box if the submitter wants to receive Electronic Remittances for the
Receive Electronic
provider indicated. Provider must be submitting claims electronically to receive
Remittances
Electronic Remittances.
Check this box if the submitter currently uses or plans to use the Online Inquiry
Online Inquiry
Services (DDE or PPTN). Note: The Online Inquiry Form must be submitted if
this option is selected.
Once you have completed the application form, please retain a copy for your records and mail the original
to the address listed below. Your Submitter ID and software (if applicable) will be processed within 20
business days of receipt of completed forms. Submit completed form to:
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
J1 EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Jurisdiction 1
Electronic Data Interchange Application
Line of Business Information:
X
X CA
Action Requested:
Part A
NV
Part B
HI (Note: Includes Samoa, Guam and Northern Mariana Islands)
X Add Provider(s)
Change / Update Submitter Information
Delete
Apply for New Submitter ID
Submitter ID (if available):
000500314
Submitter Name:
Capario
Owner Name:
Lonnie Hardin
Type of Submitter:
Software Vendor
EDI Contact Person:
EDI Team or Frankie Neser
Billing Service
Provider
(800) 792-5256, Opt 1
Phone:
Address:
City:
Date:
X Clearinghouse
(404) 877-3324
Fax:
1901 E. Alton Ave., Suite 100
Santa Ana
State:
Submitter E-mail Address:
CA
ZIP:
92705
[email protected]
Note: E-mail will be the primary method of communication.
Claim Submission
Mode of Communication:
X GPNet Asynchronous
Report / Electronic Remittance
Retrieval Mode of Communication:
X
Report Response Format:
X File
Data Compression:
X
Name of Software Vendor:
CONNECT: Direct (NDM)
Dial-up FTP
Leased FTP
GPNet Asynchronous
CONNECT: Direct (NDM)
Dial-up FTP
Leased FTP
Report
Uncompressed (GPNet Default)
PKZIP
Capario
UNIX-Compress
Vendor Security ID: 1142JB
Providers for Whom Submitter Will Be Transmitting:
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Enrollment Form Attached?
X Submit Claims
Submit completed form
to:
X Yes
No
Receive Reports
Provider Authorization Form Attached? X Yes
Receive Electronic Remittances
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
No
Online Inquiry Services
Please retain a copy for your records.
You must submit a completed EDI
Application Form when submitting
additional EDI forms.
J1 EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Jurisdiction 1
Electronic Data Interchange Application
Multiple Providers List
Date: __________________________
PROVIDERS FOR WHOM SUBMITTER WILL BE TRANSMITTING:
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Enrollment Form Attached?
X
Submit Claims
X Yes
No
Receive Reports
Provider Authorization Form Attached?
Receive Electronic Remittances
X
Yes
No
Online Inquiry Services
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Enrollment Form Attached?
X Submit Claims
X Yes
No
Receive Reports
Provider Authorization Form Attached?
Receive Electronic Remittances
X Yes
No
Online Inquiry Services
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Enrollment Form Attached?
X
Submit Claims
X
Yes
No
Receive Reports
Provider Authorization Form Attached?
Receive Electronic Remittances
X Yes
No
Online Inquiry Services
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Enrollment Form Attached?
X Submit Claims
X
Yes
No
Receive Reports
Please mail this form to:
Provider Authorization Form Attached?
Receive Electronic Remittances
X Yes
No
Online Inquiry Services
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
Please retain a copy for your records. You must submit a completed EDI Application Form
when submitting additional EDI forms.
J1 EDI Application Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
J1 EDI Enrollment (Agreement) Form and Instructions
The J1 EDI Enrollment Form (commonly referred to as the EDI Agreement) should be submitted when
enrolling for electronic billing. It should be reviewed and signed only by the providers to ensure each
provider is knowledgeable of the enrollment request and the associated requirements.
Providers that have contracted with a third party (clearinghouse/network service vendor or a billing
agent) are required to have an agreement signed by that third party in which the third party has agreed to
meet the same Medicare security and privacy requirements that apply to the provider in regard to the
viewing or use of Medicare Beneficiary data. These agreements are not to be submitted to Medicare, but
are to be retained by the providers.
Providers are obligated to notify Medicare by letter of:
x Any changes in their billing agent or clearinghouse.
x The effective date of which the provider will discontinue using a specific billing agent or
clearinghouse.
x If the provider wants to begin to use additional types of EDI transactions.
x Other changes that might impact their use of EDI.
Providers are not required to notify Medicare if their existing clearinghouse begins to use alternate
software, the clearinghouse is responsible for notification in this instance.
Note: The binding information in an EDI Enrollment Form does not expire if the person who signed the
form for a provider is no longer employed by the provider.
General Instructions:
x
x
x
x
x
Please ensure that you include your Medicare Provider Number and National Provider Identifier
[NPI] where requested on the EDI Enrollment Form.
If the submitter will be submitting for multiple providers, this form must be completed by each
provider whose claim data will be submitted.
The entire form must be read carefully, dated with day, month and year.
The name of the provider must be printed in the space provided, an authorized officer’s name
(printed), authorized officer’s title and signature.
When completed, the properly executed 3-page EDI Enrollment Form must be returned with the
EDI Application form to the following address:
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
Note: If the submitter will be an entity other than the provider, the submitter must complete the EDI
Application form and the provider(s) must complete the EDI Enrollment Form(s). The EDI
Application form must be returned with the EDI Enrollment Form enclosed for each applicable
provider.
IMPORTANT NOTE:
The address shown on the EDI Enrollment Form must match the address that was submitted to our
Provider Enrollment Department when enrolling for a provider number. If the address on the
completed EDI Enrollment Form does not match, your entire EDI Enrollment Packet will be returned.
The National Provider Identifier (NPI) must be printed in the space provided on the EDI Enrollment
Form. If this information is missing, the EDI Enrollment Form will not be processed.
J1 EDI Enrollment Agreement
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Medicare Electronic Data Interchange Enrollment
Agreement
A. The provider agrees to the following provisions for submitting Medicare
claims electronically to CMS or to CMS’ carriers, MACs, or FIs:
1. That it will be responsible for all Medicare claims submitted to CMS or a designated
CMS contactor by itself, its employees, or its agents;
2. That it will not disclose any information concerning a Medicare beneficiary to any
other person or organization, except CMS and/or its carriers, MACs, FIs or another
contractor if so designated by CMS without the express written permission of the
Medicare beneficiary or his/her parent or legal guardian, or where required for the
care and treatment of a beneficiary who is unable to provide written consent, or to
bill insurance primary or supplementary to Medicare, or as required by State or
Federal law;
3. That it will submit claims only on behalf of those Medicare beneficiaries who have
given their written authorization to do so, and to certify that required beneficiary
signatures, or legally authorized signatures on behalf of beneficiaries, are on file;
4. That it will ensure that every electronic entry can be readily associated and
identified with an original source document. Each source document must reflect the
following information:
x
x
x
x
x
Beneficiary’s name;
Beneficiary’s health insurance claim number;
Date(s) of service;
Diagnosis/nature of illness; and
Procedure/service performed.
5. That the Secretary of Health and Human Services or his/her designee and/or the
carrier, MAC, FI or other contractor if designated by CMS has the right to audit and
confirm information submitted by the provider and shall have access to all original
source documents and medical records related to the provider’s submissions,
including the beneficiary’s authorization and signature. All incorrect payments that
are discovered as a result of such an audit shall be adjusted according to the
applicable provisions of the Social Security Act, Federal regulations, and CMS
guidelines;
6. That it will ensure that all claims for Medicare primary payment have been
developed for other insurance involvement and that Medicare is the primary payer;
7. That it will submit claims that are accurate, complete, and truthful;
8. That it will retain all original source documentation and medical records pertaining
to any such particular Medicare claim for a period of at least 6 years, 3 months after
the bill is paid;
9. That it will affix the CMS-assigned unique identifier number (submitter identifier)
of the provider on each claim electronically transmitted to the carrier, MAC, FI or
other contractor if designated by CMS;
J1 EDI Enrollment Agreement
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
10. That the CMS-assigned unique identifier number (submitter identifier) or NPI
constitutes the provider’s legal electronic signature and constitutes an assurance by
the provider that services were performed as billed;
11. That it will use sufficient security procedures (including compliance with all
provisions of the HIPAA security regulations) to ensure that all transmissions of
documents are authorized and protect all beneficiary-specific data from
improper access;
12. That it will acknowledge that all claims will be paid from Federal funds, that the
submission of such claims is a claim for payment under the Medicare program, and
that anyone who misrepresents or falsifies or causes to be misrepresented or
falsified any record or other information relating to that claim that is required
pursuant to this agreement may, upon conviction, be subject to a fine and/or
imprisonment under applicable Federal law;
13. That it will establish and maintain procedures and controls so that information
concerning Medicare beneficiaries, or any information obtained from CMS or its
carrier, MAC or FI or other contractor if designated by CMS shall not be used by
agents, officers, or employees of the billing service except as provided by the carrier,
MAC or FI (in accordance with §1106(a) of the Social Security Act (the Act);
14. That it will research and correct claim discrepancies;
15. That it will notify the carrier, MAC or FI or other contractor if designated by CMS
within 2 business days if any transmitted data are received in an unintelligible or
garbled form.
B. The Centers for Medicare & Medicaid Services (CMS) agrees to:
1. Transmit to the provider an acknowledgment of claim receipt;
2. Affix the FI/carrier/MAC or other contractor if designated by CMS number, as its
electronic signature, on each remittance advice sent to the provider;
3. Ensure that payments to providers are timely in accordance with CMS’s policies;
4. Ensure that no carrier, MAC, FI, or other contractor if designated by CMS may
require the provider to purchase any or all electronic services from the carrier,
MAC, or FI, or from any subsidiary of the carrier, MAC, FI, other contractor if
designated by CMS, or from any company for which the carrier, MAC, or FI has an
interest. The carrier, MAC, FI, or other contractor if designated by CMS will make
alternative means available to any electronic biller to obtain such services;
5. Ensure that all Medicare electronic billers have equal access to any services that
CMS requires Medicare carriers, MACs, FIs, or other contractors if designated by
CMS to make available to providers or their billing services, regardless of the
electronic billing technique or service they choose. Equal access will be granted
to any services the carrier, MAC, FI, or other contractor if designated by CMS sells
directly, or indirectly, or by arrangement;
6. Notify the provider within 2 business days if any transmitted data are received in an
unintelligible or garbled form;
J1 EDI Enrollment Agreement
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Note: Federal law shall govern both the interpretation of this document and the
appropriate jurisdiction and venue for appealing any final decision made by CMS under
this document.
This document shall become effective when signed by the provider. The responsibilities
and obligations contained in this document will remain in effect as long as Medicare claims
are submitted to the carrier, MAC, FI, or other contractor if designated by CMS. Either
party may terminate this arrangement by giving the other party thirty (30) days written
notice of its intent to terminate. In the event that the notice is mailed, the written notice of
termination shall be deemed to have been given upon the date of mailing, as established by
the postmark or other appropriate evidence of transmittal.
C. Signature
I am authorized to sign this document on behalf of the indicated party and I have read and
agree to the foregoing provisions and acknowledge same by signing below.
Provider’s Name: ___________________________________________________
Address: _________________________________________________________
_______________________________________________________________
City/State/Zip: ____________________________________________________
Phone: __________________________________________________________
Authorized Signature:________________________________________________
By (Print Name): ___________________________________________________
Title: ___________________________________________________________
Date: _______________ Medicare Provider Number________________________
National Provider Identifier (NPI): _______________________________________
Complete ALL fields above and mail entire agreement (three pages) with original signature
and with a copy of the EDI Application form to:
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
J1 EDI Enrollment Agreement
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Provider Authorization Form Instructions
The purpose of the notice is to authorize a clearinghouse and/or billing service as an electronic submitter
and recipient of electronic claims data. It is important that instructions are followed and that all required
information is completed. Incomplete forms will be returned to the applicant, thus delaying processing.
Please retain a copy of this complete notice for your records.
Please retain a copy of this completed form for your records.
You must submit a completed EDI Application Form when submitting this form. The Provider
Authorization form must be completed and signed by the Provider.
The field descriptions listed below will aid in completing the notice properly.
Form Field Name
Line of Business
Information
Action Requested
Provider Name
Provider E-mail
Address
Provider Number
NPI
Name/Title
Address
City, State, ZIP
Phone Number
Submitter’s Name
Signature
Date
Instructions for Field Completion
x Indicate the line of business and states for which you will be
transmitting. Select all that apply to this request.
Indicate the type of service(s) you are authorizing the Submitter to access.
Check all that apply.
List the provider name for which this Provider Authorization Form is being
completed. This name must match the name submitted on the CMS 855
Medicare Enrollment Application.
The e-mail address of the provider to receive EDI notifications.
List the provider PTAN whose Medicare claims, electronic remittances,
response reports or PPTN/DDE will be accessed by the submitter listed on the
EDI Application. A separate Provider Authorization Form is required for each
PTAN.
Indicate the National Provider Identifier (NPI).
The name and title of the person Palmetto GBA will contact if there are
questions regarding this Authorization Form.
The mailing and/or the physical address of the provider. (Only one valid
address has to be submitted.)
The city, state and ZIP code of the provider.
The area code and phone number of the Contact Person listed.
The name of the Submitter you are authorizing for the above services.
The signature of the listed provider’s authorized contact.
The date the form was signed.
J1 Provider Authorization Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.
Palmetto GBA
Jurisdiction 1 EDI Enrollment Packet
Jurisdiction 1
Provider Authorization Form
This form must be completed and signed by the Provider ONLY.
Line of Business Information:
Action Requested:
X Part A
Part B
X Electronic Claims Submissions
Electronic Remittance
Electronic Response Reports
Online Inquiry Services (PPTN or DDE)
Provider for whom Submitter will be granted access:
Provider Name:
Provider E-mail Address:
Provider Number:
NPI:
Name:
Title:
Address:
City:
State:
ZIP:
Phone:
Submitter Name:
Capario
I hereby authorize the above submitter to receive the items notated above on my behalf. I understand that
these items contain payment information concerning my processed Medicare claims. I am authorized to
endorse this access on behalf of my company, and I acknowledge that is my responsibility to notify
Palmetto EDI in writing if I wish to revoke this authorization.
Signature
Date:
Please complete and return this form, with the EDI Application Form, to:
Palmetto GBA
J1 EDI Operations, AG-420
PO Box 100145
Columbia, SC 29202-3145
J1 Provider Authorization Form
This information is intended as reference to be used in addition to information from the Centers for Medicare & Medicaid Services
(CMS). Use or disclosure of the data contained on this page is subject to restriction by Palmetto GBA.